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How Agencies Automate Client Onboarding on WhatsApp

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for WhatsApp Automation

To start automating your client onboarding process on WhatsApp, first access Pabbly Connect. Open a new tab and go to the Pabbly website. If you are a new user, you can sign up for free and receive 100 free credits each month to explore the software.

Once you sign in, navigate to the Pabbly Chartflow dashboard. Here, you will find various features that allow you to create a WhatsApp chatbot easily. The first step is to click on the “Flows” feature, which takes you to the flow builder page.

2. Setting Up Your WhatsApp Chatbot with Pabbly Connect

In the flow builder, begin by creating a new chatbot flow. Click on the “Add Flow” button and name your flow. In this section, you will set up the trigger events that will initiate your chatbot.

Select the trigger event as “Keyword”.
Add keywords such as “onboarding”, “hi”, and “hello”.
Link these keywords to your welcome message.

Whenever a client sends any of these keywords, the chatbot will trigger and respond with a personalized welcome message. This sets the foundation for a seamless onboarding experience.

3. Customizing Your Chatflow with Pabbly Connect

Now that you have set up the initial trigger, it’s time to customize your chatbot’s responses. Use the “Ask Question” button to prompt users for their full name, company name, and service type they are interested in.

Ask for the user’s full name and store it in a contact custom field.
Request the company name and service type in the same manner.
Ensure to link all the responses to the appropriate nodes.

This customization allows the chatbot to gather essential information from clients, paving the way for a tailored onboarding experience.

4. Finalizing Your Chatbot Flow with Pabbly Connect

With all the questions set up, the next step is to finalize your chatbot flow. You can add a final message that acknowledges the client’s input, thanking them for sharing their details.

In this message, include placeholders for the user’s name, company, service type, and contact number. This ensures that the message is personalized based on the information provided by the client. Once everything is set, click on the “Save” button to update your flow.

Conclusion

In this tutorial, we explored how to automate client onboarding on WhatsApp using Pabbly Connect. By following these steps, you can create a personalized chatbot that enhances your client interaction and onboarding process.